AI Data Analyst

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.  

We are seeking a full-time AI Data Analyst Associate to join our Data Team. This hybrid role blends data analysis, reporting, and modeling with applied data science and AI techniques. The individual will partner with colleagues across Marketing, Sales, Product, Operations, and other teams to enable data-driven decision-making through analytics, machine learning, and AI-powered insights.

As CAIS continues to expand its AI-first strategy, this role will help explore and implement AI-driven solutions that improve efficiency, uncover opportunities, and accelerate innovation across the organization.

This is a hybrid position based in NYC, with an expectation of 2-3 days per week in the office. The experience offers a competitive compensation package and invaluable professional growth.

Responsibilities:

• Become an expert in Alternative Investments and CAIS data, leveraging this expertise to deliver actionable insights that drive business outcomes.
• Apply machine learning and AI techniques (e.g., predictive modeling, NLP, recommendation systems, generative AI) to solve business problems and improve decision-making.
• Collaborate with Product and Engineering teams to support product launches, data migrations, monitoring, and reporting with an emphasis on AI-enhanced automation and analytics.
• Partner with teams to develop and maintain business intelligence dashboards, advanced analytics, and AI-driven reporting solutions.
• Contribute to data governance and cataloging efforts, ensuring data assets are well-documented, governed, and ready for AI-driven use cases.
• Build and maintain scalable data models that support both operational reporting and strategic AI initiatives.
• Experiment with emerging AI technologies and tools to enhance workflows and deliver proof-of-concepts for business stakeholders.
• Share knowledge and promote adoption of AI-powered practices by creating reusable documentation, training, and stakeholder resources.

Requirements: 

• 2–4 years of experience in data analysis, data science, or related roles, preferably in the Technology or Financial Services industry.
• Proficiency in SQL and at least one programming language (Python preferred) for analytics and machine learning.
• Strong skills in data modeling, reporting, and visualization (e.g., Tableau, Power BI).
• Familiarity with machine learning frameworks (e.g., scikit-learn, TensorFlow, PyTorch) and exposure to AI use cases such as NLP, generative AI, or recommendation systems.
• Solid understanding of core machine learning algorithms (e.g., regression, classification, clustering) and their practical application to business use cases.
• Ability to understand complex problems, design structured solutions, and communicate insights clearly to stakeholders.
• Strong communication and collaboration skills with the ability to bridge technical and business perspectives.

Preferred Qualifications:

• Bachelor’s degree in Data Science, Analytics, Computer Science, Engineering, Mathematics, or a related field.
• Experience with cloud data platforms and transformation tools (Snowflake, AWS, dbt).
• Exposure to AI-powered BI tools or LLM-based applications for analytics.
• Experience with Lucidchart, Visio, or similar diagramming tools.
• Interest in contributing to the development of AI-forward data culture within CAIS.

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers.

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $112,100 - $142,100. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and flexible PTO and generous parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.